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Technology Stocks : OnSale Inc. -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (2718)	12/22/1998 5:21:00 PM
From: D.J.Smyth	Respond to of 4903

ot COMS also soundly beats expectations.

To: sam who wrote (2718)	12/23/1998 10:01:00 AM
From: j_b	Respond to of 4903

<<I'm not so sure that you're comparison is fair>> That really was my point. On this board, you constantly see people asking why ONSL (the stock) is not performing as well as EBAY since ONSL revenues are higher. IMHO, the relative revenue levels are immaterial. If you must compare ONSL and EBAY (which I don't think you should - their business models are just too different), then only the margin (the margin dollars, not the margin percentage) is meaningful. Of course, the marketing costs and administrative costs are also an issue. As to advertising revenues, I doubt that they will ever be a material part of the ONSL revenue stream. Same for the licensing revenues for use of ONSL software. It's nice to have that money go straight to the bottom line, but I don't think it's ever going to be a large portion of the stream.